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Toronto Team  

 
Contact
  • T416.203.0067
  • 1.866.242.0203
  • F416.203.0544
  • 3 Church Street,
    Suite 601
  • Toronto, Ontario M5E 1M2

photo Justin Bender  CFA, CFP, B.Comm.

Portfolio Manager

After two years in client service with a major mutual fund company, Justin joined PWL Capital in 2007. His decision was based on his client-centred approach to wealth management and his commitment to disciplined investing strategies that focus on keeping costs and taxes low. Justin regularly writes about our approach with a view to helping educate and empower investors.

Credentials:

  • Chartered Financial Analyst
  • Bachelor of Commerce, Management Economics in Industry and Finance – University of Guelph
  • Certified Financial Planner
  • Securities and Insurance Licensed

Contact the Toronto Team to learn more about how we can help you.

photo Shannon Dalziel  CFP®, B.Comm.

Investment Advisor

Shannon joined the Toronto team in 2011 after completing her Bachelor of Commerce at Ryerson University. She has earned her Certified Financial Planner designation and works closely with clients on their financial planning needs. She is a passionate investor advocate who is dedicated to helping her clients reach their goals through education and ongoing planning.

Credentials:

  • Certified Financial Planner  
  • IIROC Securities Licensed Investment Advisor
  • Bachelor of Commerce – Ted Rogers School of Management, Ryerson University

Contact the Toronto Team to learn more about how we can help you.

photo Dan Bortolotti 

Investment Advisor

Dan joined PWL in 2013 after a successful career as a financial journalist and investor advocate. He continues to write about personal finance for MoneySense, where is a consulting editor. He is also the creator of Canadian Couch Potato, which was named by The Globe and Mail as the country’s top investing blog.

Credentials:

  • IIROC Securities Licensed Investment Advisor
  • FPSC Level 1 certification in financial planning
  • CFA Society of Toronto’s 2013 Financial Journalist of the Year

Contact the Toronto Team to learn more about how we can help you.

photo Amanda Dalziel  

Investment Advisor

Amanda efficiently manages client services and administrative support for the Toronto team. Since joining PWL in late 2013 she has become a licensed investment advisor and is currently working towards her Certified Financial Planner designation.

photo Kathleen Clough  CIM, CFP, R.F.P., TEP

Portfolio Manager

Kathy began her career in financial services in 1981 when she joined a leading firm that provided comprehensive financial planning to senior executives. In 1990, she launched her own fee-only professional planning practice. She joined PWL as a founding member of the Toronto office in 2003 after recognizing the value of working with a team of like-minded wealth managers. Effective December 2014, Kathy turned over the administration of the practice to Justin Bender and Shannon Dalziel.  She will continue to provide support to them as required, prepare client tax returns, and accept corporate projects.

Credentials:

  • Canadian Investment Manager (CIM)
  • Certified Financial Planner (CFP)
  • Registered Financial Planner (R.F.P.)
  • Trust and Estate Practitioner (TEP)
  • Securities and insurance licensed

Contact the Toronto Team to learn more about how we can help you

Portfolio Management and brokerage services are offered by PWL Capital Inc, which is regulated by Investment Industry Regulatory Organization of Canada (IIROC), and is a member of the Canadian Investor Protection Fund (CIPF).

Financial planning and insurance products are offered by PWL Advisors Inc., and is regulated in Ontario by Financial Services Commission of Ontario (FSCO) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not a member of CIPF.